Calculating computed budgets

After you define a compute statement and the compute parameters or total names that you use, you are ready to calculate the computed budget. You can calculate budgets using the same forms you use to define budgets, or you can run a batch program to recalculate existing budgets. Use this procedure to calculate activity group budgets or activity budgets using compute statements.

Before calculating a budget, you must define any compute statements, compute parameters, and total names that you use to calculate the budget.

This diagram shows how to calculate a budget:

Procedure flow: Calculating a budget
  1. Access the appropriate form to define a budget using a compute statement.
    Function Form
    Define a life only computed budget. Life Only Budget (AC20.1)
    Define an annual computed budget. Annual Budget (AC20.2)
    Define period computed budgets. Period Budget (AC20.3)
    Define a computed budget by activity. Activity Budgets by Activity (AC20.4)
    Define a computed budget by account category. Activity Budgets by Account Category (AC20.5)

    This procedure covers only aspects of budget definition that are unique to computed budgets.

    See Define activity group budgets and Activity budgets.

  2. Click New Budget and use the subform shown to define a budget header.
  3. Select the budget to define by selecting the appropriate activity group, activity, account category, budget number, year, and period combination.
  4. If you are using Activity Budgets by Activity (AC20.4) or Activity Budgets by Account Category (AC20.5), then select the Load special action to load activities or account categories.
  5. Define the budget using the compute statement. Specify this information:
    Action

    To compute budget amounts, select Compute Amounts (C) as the action to perform. To compute budget units, select Compute Units (U).

    Compute

    Select the compute statement to use to calculate the budget.

    See Defining a compute statement.

    Compute Parameter

    Select a compute parameter to further identify the data to use with the compute statement.

    See Defining compute parameters.

  6. Click Add or Change to calculate the budget.

Option: calculating a budget with a batch program

Optionally, use a batch program to recalculate existing budgets using compute statements.

  • Run Budget Calculation (AC121). Specify this information:

    Activity Group List, Activity Group, Activities, or Activity List

    Select the budgets to recalculate by selecting an activity group list, an activity group, up to six activities, or an activity list.

    Account Category

    For activity budgets, select a range of account categories. Leave this blank for activity group budgets.

    Budget Level

    Select the level to identify whether to recalculate Activity Group or Activity budgets.

    Budget

    Select a range of the budget numbers to recalculate. You can select activity group or activity budgets.

    Year

    Specify a range of budget years to recalculate budgets. If you are using a life only budget, then leave the Year fields blank.

    Period

    If you are recalculating period budgets, then you must specify the beginning and ending budget periods to calculate budgets for a range of budget periods. If you are using a life only budget, then leave the Period field blank.

    Override Compute

    Select a compute statement to use to recalculate the budget. If you do not select an override compute statement, then the compute statement defined for the budget is used.

    Note: You can use an override compute statement with the existing budget's compute parameter, or with an override parameter.
    Override Parameter

    Select a compute parameter to use to recalculate the budget. If you do not select an override compute parameter, then the compute parameter defined for the budget is used.

    Note: You can use an override parameter with the existing budget's compute statement, or with an override compute statement.
    Save Compute

    Assign the override compute and the override compute parameter to the existing budget. If you do not intend to replace the compute statement and compute parameter in the existing budget, then select No. The default setting is Yes.

    Report Option

    Select a report option:

    • Select Summary to include general budget information and budget totals.

    • Select Detail to include period amounts and general budget information and budget totals. The default setting is Detail.

    Compute Type

    Select whether to recalculate the existing budget's amounts or units. The default setting is Amount.

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